United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in United Parcel Service Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,125
- +216 vs. Q3 2025
- Shares held
- 505.3M
- +35.3M (+7.5%) vs. Q3 2025
- Total value
- $50.2B
- +$10.9B (+27.7%) vs. Q3 2025
- New holders
- 360
- 726 more added
- Sold out
- 144
- 856 more reduced
41 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 4,675 | $498.3K | 0.02% | −144−3.0% | Reduced |
| Johnson & White Wealth Management, LLC | 5,021 | $498.1K | 0.22% | +781+18.4% | Added |
| Capital Performance Advisors LLP | 5,018 | $497.7K | 0.04% | +2,193+77.6% | Added |
| AlTi Global, Inc. | 5,004 | $496.2K | 0.01% | +299+6.4% | Added |
| Autumn Glory Partners, LLC | 5,000 | $495.9K | 0.17% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,997 | $495.7K | 0.09% | −13,173−72.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,987 | $494.7K | 0.08% | −74−1.5% | Reduced |
| J. Derek Lewis & Associates Inc. | 4,985 | $494.5K | 0.12% | +4,985 | New |
| Brown Financial Advisors | 4,965 | $492.5K | 0.18% | +4,965 | New |
| Greenwich Wealth Management LLC | 4,962 | $492.0K | 0.02% | +310+6.7% | Added |
| Quest Partners LLC | 4,958 | $491.8K | 0.03% | +316+6.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,935 | $489.5K | 0.02% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,928 | $488.8K | 0.18% | +326+7.1% | Added |
| Monetary Management Group Inc | 4,925 | $488.5K | 0.11% | −375−7.1% | Reduced |
| Krane Funds Advisors LLC | 4,905 | $486.5K | 0.02% | −494−9.1% | Reduced |
| Sittner & Nelson, LLC | 4,140 | $485.8K | 0.17% | −1,268−23.4% | Reduced |
| Advisor OS, LLC | 4,867 | $482.7K | 0.04% | +4,867 | New |
| Claro Advisors LLC | 4,858 | $481.9K | 0.07% | +805+19.9% | Added |
| Fortress Financial Group, LLC | 4,828 | $478.9K | 0.35% | −663−12.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,823 | $478.4K | 0.10% | −228−4.5% | Reduced |
| Calamos Wealth Management LLC | 4,822 | $478.3K | 0.02% | +390+8.8% | Added |
| TSG Advice Partners, LLC | 4,816 | $477.7K | 0.07% | +4,816 | New |
| LifeGuide Financial Advisors, LLC | 4,725 | $477.3K | 0.16% | −195−4.0% | Reduced |
| LMG Wealth Partners, LLC | 4,799 | $476.0K | 0.09% | +1,303+37.3% | Added |
| Jackson Thornton Asset Management, LLC | 4,507 | $474.2K | 0.04% | +4,507 | New |
| Diversified Enterprises, LLC | 4,777 | $473.8K | 0.03% | +4,777 | New |
| R.H. Dinel Investment Counsel, Inc. | 4,775 | $473.6K | 0.35% | −1,400−22.7% | Reduced |
| Groupama Asset Managment | 4,744 | $470.6K | 0.01% | −495−9.4% | Reduced |
| Central Trust Co | 4,738 | $470.0K | 0.01% | −435−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,462 | $469.5K | 0.01% | −934−17.3% | Reduced |
| Cetera Trust Company, N.A | 4,733 | $469.5K | 0.25% | −65−1.4% | Reduced |
| Elevated Capital Advisors, LLC | 4,696 | $465.8K | 0.11% | −381−7.5% | Reduced |
| Beacon Financial Advisory LLC | 4,692 | $465.4K | 0.11% | −7,061−60.1% | Reduced |
| Invesco, LLC | 4,682 | $464.4K | 0.16% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,671 | $463.3K | 0.09% | +2,883+161.2% | Added |
| Community Bank & Trust, Waco, Texas | 4,670 | $463.0K | 0.10% | −167−3.5% | Reduced |
| Coordinated Financial Services, Inc. | 4,646 | $460.8K | 0.27% | +465+11.1% | Added |
| waypoint wealth counsel | 4,641 | $460.4K | 0.17% | +1,766+61.4% | Added |
| Nvest Financial, LLC | 4,641 | $460.3K | 0.19% | +4,641 | New |
| Platform Technology Partners | 4,626 | $458.9K | 0.10% | +763+19.8% | Added |
| Marshall Financial Group LLC | 4,618 | $458.1K | 0.09% | −57−1.2% | Reduced |
| Lighthouse Financial Services Inc | 4,616 | $457.9K | 0.11% | +4,616 | New |
| Diligent Investors, LLC | 4,599 | $456.2K | 0.11% | −577−11.1% | Reduced |
| AMG National Trust Bank | 4,597 | $456.0K | 0.01% | −725−13.6% | Reduced |
| Cohen Capital Management, Inc. | 4,585 | $454.8K | 0.07% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 4,581 | $454.4K | 0.14% | +774+20.3% | Added |
| Lincoln Capital LLC | 4,578 | $454.1K | 0.08% | −910−16.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,571 | $453.3K | 0.05% | +1,947+74.2% | Added |
| Aegis Wealth Management, Inc. | 4,547 | $451.0K | 0.35% | +4,547 | New |
| Burns Matteson Capital Management, LLC | 4,541 | $450.4K | 0.18% | +422+10.2% | Added |
| Stonebridge Financial Group, LLC | 4,532 | $449.5K | 0.04% | −333−6.8% | Reduced |
| SkyOak Wealth, LLC | 4,503 | $446.7K | 0.08% | +257+6.1% | Added |
| Solitude Financial Services | 4,500 | $446.4K | 0.15% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,489 | $445.3K | 0.02% | −644−12.5% | Reduced |
| Parsons Capital Management Inc | 4,489 | $445.3K | 0.02% | −219−4.7% | Reduced |
| Brady Martz Wealth Solutions, LLC | 4,487 | $445.0K | 0.08% | −158−3.4% | Reduced |
| Roble, Belko & Company, Inc | 4,480 | $444.0K | 0.06% | +313+7.5% | Added |
| WestHill Financial Advisors, Inc. | 4,466 | $443.0K | 0.08% | +3+0.1% | Added |
| Panagora Asset Management Inc | 4,450 | $441.4K | 0.00% | −541−10.8% | Reduced |
| Silverlake Wealth Management LLC | 4,449 | $441.3K | 0.10% | −19−0.4% | Reduced |
| Mayflower Financial Advisors, LLC | 4,440 | $440.4K | 0.05% | −1,105−19.9% | Reduced |
| Archford Capital Strategies, LLC | 4,432 | $439.6K | 0.05% | −4−0.1% | Reduced |
| Winthrop Advisory Group LLC | 4,426 | $439.1K | 0.04% | +65+1.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,422 | $438.6K | 0.03% | +1,879+73.9% | Added |
| Azimuth Capital Investment Management LLC | 4,400 | $436.4K | 0.02% | +150+3.5% | Added |
| Virtue Capital Management, LLC | 4,285 | $432.9K | 0.07% | −3,609−45.7% | Reduced |
| Capstone Investment Advisors, LLC | 4,354 | $431.9K | 0.00% | −58,196−93.0% | Reduced |
| Hutner Capital Management Inc | 4,340 | $430.5K | 0.18% | −48−1.1% | Reduced |
| Seelaus Asset Management LLC | 4,340 | $430.5K | 0.34% | +374+9.4% | Added |
| Patrick M Sweeney & Associates, Inc | 4,336 | $430.1K | 0.27% | −530−10.9% | Reduced |
| Ci Investments Inc. | 4,328 | $429.3K | 0.00% | −1,300−23.1% | Reduced |
| Marks Group Wealth Management, Inc | 4,319 | $428.4K | 0.04% | −68−1.6% | Reduced |
| Uncommon Cents Investing LLC | 4,308 | $427.3K | 0.10% | +640+17.4% | Added |
| State of Wyoming | 4,307 | $427.2K | 0.05% | +4,307 | New |
| Twinbeech Capital LP | 4,300 | $426.5K | 0.03% | +346+8.8% | Added |
| Sylvest Advisors, LLC | 4,290 | $425.5K | 0.23% | −1,009−19.0% | Reduced |
| Crestwood Advisors Group LLC | 4,259 | $422.5K | 0.01% | +1,803+73.4% | Added |
| Kennedy Investment Group | 4,252 | $421.7K | 0.16% | +282+7.1% | Added |
| Oakland Financial Corp | 4,250 | $421.6K | 6.98% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,237 | $420.2K | 0.04% | −3,350−44.2% | Reduced |
| Rare Wolf Capital LLC | 4,232 | $419.8K | 0.26% | +4,232 | New |
| JFS Wealth Advisors, LLC | 4,225 | $419.0K | 0.02% | +141+3.5% | Added |
| BlueSky Wealth Advisors, LLC | 4,213 | $417.9K | 0.06% | −150−3.4% | Reduced |
| RWM Asset Management, LLC | 3,905 | $417.7K | 0.05% | +61+1.6% | Added |
| Copley Financial Group, Inc. | 4,184 | $415.0K | 0.26% | +4,184 | New |
| Fiduciary Trust Co | 4,160 | $412.6K | 0.00% | +192+4.8% | Added |
| Kentucky Trust Co | 4,153 | $411.9K | 0.22% | +200+5.1% | Added |
| 1st Source Bank | 4,152 | $411.8K | 0.02% | −255−5.8% | Reduced |
| Private Trust Co NA | 4,144 | $411.0K | 0.04% | −1,109−21.1% | Reduced |
| Abc Arbitrage SA | 4,139 | $410.5K | 0.04% | +4,139 | New |
| Shakespeare Wealth Management, Inc. | 4,137 | $410.3K | 0.09% | +55+1.3% | Added |
| Lecap Asset Management Ltd | 4,135 | $410.2K | 0.16% | +1,418+52.2% | Added |
| Taylor Financial Group, Inc. | 4,103 | $407.0K | 0.24% | −2,588−38.7% | Reduced |
| Penserra Capital Management LLC | 4,078 | $403.0K | 0.00% | −12−0.3% | Reduced |
| Cadent Capital Advisors, LLC | 4,058 | $402.5K | 0.11% | +107+2.7% | Added |
| Gibbs Wealth Management | 3,724 | $402.4K | 0.10% | −50−1.3% | Reduced |
| CFS Investment Advisory Services, LLC | 4,056 | $402.3K | 0.03% | −212−5.0% | Reduced |
| Bucket List Wealth Management, LLC | 4,055 | $402.3K | 0.24% | +4,055 | New |
| New Wave Wealth Advisors LLC | 4,049 | $401.6K | 0.15% | +428+11.8% | Added |
| VeraBank, N.A. | 4,044 | $401.1K | 0.07% | −22−0.5% | Reduced |